+1,484.8%
HAS vs PTEN
+1,488.6%
-3.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -0.2% | -25.5% | +25.4% | +3.0% |
| 30D | +31.0% | -11.7% | +42.7% | +32.4% |
| 3M | +30.7% | -0.5% | +31.2% | +30.0% |
| 6M | +23.9% | -12.9% | +36.8% | +24.5% |
| YTD | +48.3% | +67.1% | -18.8% | +37.1% |
| 1Y | +60.2% | +70.5% | -10.3% | +47.6% |
| 3Y | +189.2% | -10.4% | +199.7% | +180.8% |
| 5Y | +50.4% | +23.7% | +26.8% | +36.3% |
| 10Y | +104.2% | -42.7% | +146.9% | +76.9% |
| All | +1,484.8% | +1,488.6% | -3.8% | +896.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling